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Summary: The financial services industry is out of step with the public in promising to make people rich—when their real goal is to have rich lives. To that end, the so-called “wealth management” profession—generally the preferred term of financial advisors—has passed its sell-by date.
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Summary: If you think the current battle between Schwab and the robos is just an amusing distraction, think again. If you don't adapt, you might become collateral damage to a battle that is just picking up steam.
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Summary: Content and social media need each other -- You can have the best content, but if not enough people in your target demographic see your insightful videos, your beautiful infographics or your word-perfect blog, you’ve wasted precious time and resources.
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Summary: To be an effective business owner, you must be willing to delegate and relinquish control. Even I admit it can be a scary proposition at times, but it’s a management strategy that will reward you and your team.
Added on March 2015 in M&A Issues
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Summary: AmplifyRIA, a Boston based independent consulting firm, and adviser matching service RIA Match, have teamed to create RIA Match Concierge Consulting (RMCC) -- a new service which combines the technology platform with expert M&A consulting for RIAs that are looking to buy, sell, merge, join or add advisors.
